Chicago Partners Investment Group’s Heartland Express HTLD Stock Holding History

Chicago Partners Investment Group’s Portfolio HTLD Stock Details HTLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,376	Closed	-$26K	–	591
2018 Q3	$26K	Hold	1,376	–	–	﹤0.01%	630
2018 Q2	$26K	Hold	1,376	–	–	﹤0.01%	610
2018 Q1	$25K	Hold	1,376	–	–	﹤0.01%	576
2017 Q4	$32K	Hold	1,376	–	–	0.01%	527
2017 Q3	$35K	Buy	+1,376	New	+$30K	0.01%	496
2017 Q2	–	Sell	-1,376	Closed	-$28K	–	711
2017 Q1	$28K	Hold	1,376	–	–	0.01%	375
2016 Q4	$28K	Hold	1,376	–	–	0.01%	351
2016 Q3	$26K	Hold	1,376	–	–	0.01%	342
2016 Q2	$24K	Hold	1,376	–	–	0.01%	299
2016 Q1	$26K	Hold	1,376	–	–	0.01%	278
2015 Q4	$23K	Hold	1,376	–	–	0.01%	329
2015 Q3	$27K	Hold	1,376	–	–	0.02%	269
2015 Q2	$28K	Buy	1,376 +166	+14%	+$3.56K	0.01%	272
2015 Q1	$33K	Sell	1,210 -166	-12%	-$4.21K	0.01%	255
2014 Q4	$37K	Buy	+1,376	New	+$34.8K	0.02%	245

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Chicago Partners Investment Group's HTLD Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Heartland Express (HTLD) in Q4 2018, closing a stake of 1,376 shares — an estimated $26K sold.

Chicago Partners Investment Group first reported a position in HTLD in Q4 2014 and held it in 15 quarters. The position peaked at $37K in Q4 2014. 157 funds tracked by Wall St. Rank hold HTLD as of Q4 2018.

Chicago Partners Investment Group reported no remaining Heartland Express position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,376 Heartland Express shares in Q4 2018, an estimated $26K.
Chicago Partners Investment Group first reported a position in Heartland Express in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's Heartland Express position peaked at $37K in Q4 2014.
157 funds tracked by Wall St. Rank held Heartland Express as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.